General Information

Website: square.com
Software type: Solution as a Software (Saas)
Geography: 🌍 Worldwide

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Introduction

Square streamlines the checkout process, allowing businesses to accept payments and manage their transactions within a single platform. It also provides real-time updates, enhancing the accuracy of inventory and financial data. Deliver the Square integration your customers want in no time.

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Configure Square

Prerequisite(s)

• Obtain an application ID and secret from Square (Note that in order to use the integration, you must be located in a market that is supported by Square (e.g. France))
• Activate the Square integration on the Chift platform.

Process

1. Follow this documentation to setup your developer account. Link to developer portal: here
2. To activate the connector in the Back-Office you will need a ApplicationId and SecretID of your app. We describe bellow the steps to follow to set up your App’s activations :
   • Sign in to the Square Developer Portal
     Go to the Square developer portal and sign in with your Square account.
   • Create Your Application
     Navigate to the “Applications” page: Applications
     Click Create your first application (or New Application) and give your app a name.
   • Open Your Application
     After creating the app, you’ll be redirected to the app settings. If not, return to the Applications page and click on the app to open it.
   • Activate the Sandbox App
     Before enabling the connector in Chift, you must activate your Sandbox app:
     • Go to the Sandbox Test Accounts page
     • Click on the name of your test account
     • Click the Open in Square Dashboard button at the top right
       This step activates your Sandbox environment in Square.
   • Configure OAuth Settings
     In your app settings, click on OAuth in the left-hand menu.
     Under Redirect URLs, add:
     https://chift.app/oauth2/redirect
     This is the same redirect URL for both Sandbox and Production environments.
   • Retrieve Your Credentials
     Still under the OAuth section, copy the following values:
     • Application ID
     • Application Secret
       Enter these credentials on the Square connector activation page in Chift’s back office to complete the activation.
       Start by connecting the Sandbox app with Chift for testing, then repeat the exact same steps using the Production app credentials when you’re ready to go live.

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Test Square

To test the software integration:

1. With your developer account, you can have a few sandbox test accounts to test out the integration.
2. Follow this link to understand how to use the test account to generate test data & test the integration

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Connect Square

To activate a connexion with Square, users will have to go through the following steps.

• French article: Help Center - Square FR
• English article: Help Center - Square EN

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Square coverage